See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,650 | $106,543-92.8% | $91,220-91.6% | $134,475-94.3% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.2%+18.5pp | 81.2%+10.4pp |
| Annual return | -14.58% | 160.60%-175.2pp | 114.01%-128.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,366 | $3,331-59.0% | $2,850-52.1% | $4,740-71.2% |
| Participant deferral / active EE | $1,785 | $4,719-62.2% | $4,234-57.8% | $6,400-72.1% |
| Admin fee / account holder | $4,109 | $6,231-34.0% | $5,420-24.2% | $11,426-64.0% |